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“Get comfortable with the uncomfortable.” This modest sentence is powerful. It’s only in the difficult places that we grow, so the more we can get comfortable with things that make us uncomfortable, the stronger we become.
As a Strategic Advisor, you’re a critical partner for your small business owner clients. The work you do and the expertise you offer helps your clients establish business goals, and guides their growth. Your work should cover questions such as these:
Palo Alto Software does more than build LivePlan, the world’s best business planning software. We also run Bplans, a website dedicated to original and curated business planning and business management content. Bplans is popular with entrepreneurs and small business owners the world over, because it brings together all of the best in business planning and […]
Are you looking for ways to begin Strategic Advising as a service to small business clients, but are unsure where to start? The work can feel “big” if it’s new for you.
Are you happy at work? Do you find satisfaction in the way you spend your day? Is work-satisfaction something you even think about? Advisory services could be your answer.
“My clients don’t want this.” This is what I hear from many accountants when I talk to them about Strategic Advising. “I wish my accountant would explain things better.” This is what I hear from small businesses owners—even my artist friend who I saw last week. We were catching up and I began talking about […]
I’ve done strategic planning for organizations of all kinds: public, private, growing corporations seeking IPO, and nonprofits. At the core of this work is financial modeling and forecasting. It doesn’t so much matter the type of business—the work is essentially the same:
LivePlan’s mission is to help people succeed in business, both accountants and their small business clients, which makes QuickBooks Connect the ideal conference for us.
Small businesses want help from accountants on strategic planning and financial forecasting. This word cloud represents a summary of popular responses from small businesses when we asked them this question: “If you could get help in one area of your business right now, what would it be?”
When I decided it would be good to align LivePlan’s method for advisory services with a workflow toolset, I wasn’t sure where I would begin. Then I met Ian Vacin, VP of partnerships and education at Karbon (and known accounting industry thought leader).
